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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,954 | $54,757-59.9% | $90,300-75.7% | $72,983-69.9% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 22.28% | 30.63%-8.4pp | 78.11%-55.8pp | 81.01%-58.7pp |
| Employer contribution / active EE | $4,732 | $2,092+126.1% | $2,854+65.8% | $2,440+93.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,248 | $3,972-68.6% | $5,353-76.7% | $5,124-75.7% |